Bridgeway Aggressive Investors 1 Fund

Shareclass
Bridgeway Aggressive Investors 1 (BRAGX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Bridgeway Aggressive Investors 1 Fund

FUND COVERAGE
# of holdings101
% of assets100%
Score
51 / 100
Rank

13.5 percentile

Group: U.S. Large Cap Equity

Rank: #1,266 out of 1,462

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Hologic Inc
         % of fund invested: 0.9%
         $USD invested: $1.9M
  • 2. Expedia Group Inc
         % of fund invested: 0.62%
         $USD invested: $1.32M
  • 3. Royal Bank of Canada
         % of fund invested: 0.62%
         $USD invested: $1.32M
  • 4. Johnson & Johnson
         % of fund invested: 0.98%
         $USD invested: $2.06M
  • 5. Bristol-Myers Squibb Co
         % of fund invested: 0.7%
         $USD invested: $1.48M
  • 6. General Motors Co
         % of fund invested: 0.96%
         $USD invested: $2.03M
  • 7. Prudential Financial Inc
         % of fund invested: 0.8%
         $USD invested: $1.7M
  • 8. Microsoft Corp
         % of fund invested: 4.17%
         $USD invested: $8.8M
  • 9. Merck & Co Inc
         % of fund invested: 0.99%
         $USD invested: $2.09M
  • 10. Check Point Software Technologies Ltd
         % of fund invested: 1.36%
         $USD invested: $2.88M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TKO Group Holdings Inc
         % of fund invested: 0.53%
         $USD invested: $1.11M
  • 2. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 1.53%
         $USD invested: $3.23M
  • 3. Roku Inc Class A
         % of fund invested: 0.63%
         $USD invested: $1.32M
  • 4. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.91%
         $USD invested: $1.93M
  • 5. Nucor Corp
         % of fund invested: 0.63%
         $USD invested: $1.33M
  • 6. O'Reilly Automotive Inc
         % of fund invested: 0.9%
         $USD invested: $1.89M
  • 7. HF Sinclair Corp
         % of fund invested: 0.55%
         $USD invested: $1.15M
  • 8. Snowflake Inc Ordinary Shares
         % of fund invested: 1.03%
         $USD invested: $2.17M
  • 9. Dick's Sporting Goods Inc
         % of fund invested: 0.47%
         $USD invested: $989,050
  • 10. CF Industries Holdings Inc
         % of fund invested: 1.12%
         $USD invested: $2.36M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Bridgeway Aggressive Investors 1 Fund

Totals

Holdings
Assets
Weight
Prisons
10
$29.49M
14%
     Prisons high risk
3
$6.11M
2.9%
     Private prisons
0
$0
0%
Borders
10
$30.4M
14%
     Borders high risk
4
$9.34M
4.43%
Total
12
$34.46M
16%
Full fund results

Holdings — 12 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$8.8M
4.17%
Prisons
Borders :
$8.8M
4.17%
2.
Amazon.com Inc
Prisons
Borders
$3.77M
1.79%
Prisons
Borders :
$3.77M
1.79%
3.
Alphabet Inc Class A
Prisons
Borders
$3.6M
1.7%
Prisons
Borders :
$3.6M
1.7%
4.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$3.23M
1.53%
Borders :
$3.23M
1.53%
5.
Axon Enterprise Inc
Prisons
Borders
$2.9M
1.37%
Prisons
Borders :
$2.9M
1.37%
6.
Citizens Financial Group Inc
Prisons
Borders
$2.27M
1.08%
Prisons
Borders :
$2.27M
1.08%
7.
Cardinal Health Inc
Prisons
$2.22M
1.05%
Prisons
$2.22M
1.05%
8.
General Motors Co
Prisons
Borders
$2.03M
0.96%
Prisons
Borders :
$2.03M
0.96%
9.
Costco Wholesale Corp
Prisons
$1.85M
0.88%
Prisons
$1.85M
0.88%
10.
Salesforce Inc
Borders
$1.75M
0.83%
Borders :
$1.75M
0.83%
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